Kovitz Investment Group Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 116,107 shares of USMV stock, worth $10.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

116,107

Previous 123,914 6.3%

Holding current value

$10.9 Million

Previous $11.6 Million 5.03%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$92.18 - $95.14 $719,649 - $742,757	-7,807 Reduced 6.3%	116,107 $11 Million
Q2 2025 Aug 14, 2025	SELL	$85.42 - $94.39 $569,751 - $629,581	-6,670 Reduced 5.11%	123,914 $11.6 Million
Q1 2025 May 13, 2025	SELL	$87.68 - $94.52 $1.38 Million - $1.49 Million	-15,773 Reduced 10.78%	130,584 $12.2 Million
Q4 2024 Aug 25, 2025	BUY	$88.59 - $94.57 $1.99 Million - $2.12 Million	22,443 Added 18.11%	146,357 $13 Million
Q4 2024 Feb 14, 2025	SELL	$88.59 - $94.57 $597,893 - $638,252	-6,749 Reduced 4.41%	146,357 $13 Million

Q3 2024 Nov 14, 2024	SELL	$83.76 - $91.82 $14.1 Million - $15.4 Million	-168,095 Reduced 52.33%	153,106 $14 Million
Q2 2024 Aug 14, 2024	SELL	$79.92 - $84.63 $1.23 Million - $1.31 Million	-15,424 Reduced 4.58%	321,201 $27 Million
Q1 2024 May 14, 2024	BUY	$77.86 - $83.58 $26.2 Million - $28.1 Million	336,625 New	336,625 $28.1 Million
Q2 2020 Aug 12, 2020	SELL	$51.94 - $64.01 $275,282 - $339,253	-5,300 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$46.61 - $69.67 $3,402 - $5,085	-73 Reduced 1.36%	5,300 $286,000
Q4 2019 Feb 13, 2020	SELL	$62.68 - $65.67 $165,161 - $173,040	-2,635 Reduced 32.9%	5,373 $352,000
Q3 2019 Nov 14, 2019	BUY	$61.12 - $64.69 $489,448 - $518,037	8,008 New	8,008 $513,000

Others Institutions Holding USMV

# of Institutions

1,483

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Kovitz Investment Group Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History